Picture of The Infigo Lightning Build Guide

The Infigo Lightning Build Guide

Congratulations on purchasing Infigo! You've taken that important first step in your web-to-print journey, but where do you go next? Well don't worry, we've got you covered with our Lightning Build guide. Infigo is a software that scales with you. Need a super-simple storefront? No problem! As we'll see in this tutorial, you can get a basic storefront up and running as quick as a flash!

Tutorial Video Transcript

A transcript of our tutorial video, ensuring you can find exactly what you need, when you need it.

You can search this page to find the relevant time-stamp in the video. Also, this text can be used as part of the tutorial search feature.

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Congratulations on purchasing

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Infigo you've taken that important
first step in your Web to print journey.

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But where do you go next?

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Well, don't worry.

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We've got you covered with our Lightning
Build Guide.

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Infigo is a software that scales with you.

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If you need a super simple storefront,
no problem.

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As you'll see in this tutorial,
you can get a basic storefront

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up and running as quick as a flash.

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Remember that
this guide has been constructed

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to give you a surface
level overview of storefront builds.

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You'll see concepts and names
which may seem a little unfamiliar,

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along with many settings that we’ll
not really touch at all.

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In this tutorial.

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Don't worry, we'll get to all of those
in later tutorials.

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Plus,
our Infigo Academy is full of information

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on all things in Infigo.

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Want to jump straight to something
a little more substantial?

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No problem at all.

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Check your Infigo Academy portal account
for more advanced learning pathways.

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These will go through our software
in much greater detail,

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but of course that means a bigger
time commitment as well.

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So without

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further ado, let's get started
with our lightning build.

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Start
by logging into your platform account.

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You should have received an email

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from one of our team
with your login details included.

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That includes your platform login details
which will take you to the

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entire platform level, which governs
all of your individual storefronts.

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And then you've got a sample storefront
which has already been set up,

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which you can access as well.

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Go to your platform.

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URL is listed here and log
in with the platform credentials.

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Once you've logged
in, let's begin by creating a new

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storefront
which sits on your Infigo platform.

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Each platform
can have numerous storefronts limited

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by the amount of storefronts
that you've purchased from Infigo.

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So we're going to click
on the storefront management section.

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So that's within configuration

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and then storefront management.

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Click on the Plus

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icon to see
all of your existing storefronts.

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Now my case, I've got much
more than you will have in your list.

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You'll likely just have the platform level

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and then one sample storefront
that we've set up for you

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to create a new storefront.

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Click on Add new Storefront
on the right hand side.

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This will bring up

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a separate form where you can enter
your storefront details.

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So you want to enter a name description
and an alias for your new storefront.

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Now the alias defines
the URL used to access the storefront.

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So in my case, for example, the platform

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URL is training.infigosoftware.com.

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However, the addition of an alias
will allow me to access this

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storefront on the platform
so the storefront will be accessed using

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training.infigosoftware.com forward slash
whatever is in the alias.

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So /lightning2 to in my case.

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Here you
can also define the storefront type.

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So a selection of whether you want
to utilize this for B2B or B2C purposes.

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You can define default
storefront appearance colours

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and you can update your fonts
and upload a logo.

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Once you've input all that information,
click on.

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Okay.

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Now, the storefront does
take a couple of minutes to initialize.

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You can keep hitting the refresh
icon down here periodically

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until the status reads from initialization
pending to test.

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Once your storefront is ready
to fully deploy, you can later change this

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status from test to live and clear out
data such as customers

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that you might not need
and might have setup for testing purposes.

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And you can do the same
with orders as well.

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So you can clear out orders that were
created during your testing phase.

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Once that moves to test mode, we're

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now going to navigate
to our newly created storefront.

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Go to the top right of your screen
and click on Switch storefront.

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Then click on Select on the storefront

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that you've just made.

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The next step is going to be creating

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a new storefront administrator.

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If we start off by navigating
to our customer section

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and then customer management,

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we're going to create a storefront
administrator account, which we will use

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going forward to implement changes
to this particular storefront.

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You see, at the moment
we have no customers created at all.

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I'm just going to go to add new on the top
right of the page

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and then I'm just going to
input an email address and a password.

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These are the only mandatory fields
on the customer info page.

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However, you can add additional details
about that customer if you wish to do so.

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Click on the Customer Roles tab.

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So customer roles
allow us to give enhanced access

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and capabilities to certain customers
or users

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that we create.

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We'll give this user
the storefront administrator permissions.

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This gives them full access to the admin
side of Infigo

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for this particular storefront.

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Once you've done this, click on Save

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and continue
edit at the top of the screen.

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Just to clarify what these two buttons do.

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Save returns you to the previous page.

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So here that would be the customer
management page.

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Save and continue.

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Edit keeps you on the current page
to make further changes.

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Let's now log out

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and log back in as our new storefront
administrator account.

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You will first need to navigate
to the storefront URL

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using the platform URL
and the storefront alias.

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So in this case,
if I just log out of my platform

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and then navigate to the relevant URL.

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So in my case, training.infigosoftware.com
forward slash the alias

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which is lightning2

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enter
the storefront administrator, details

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on the log in page
and then click Login when logging in.

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As a storefront administrator, you'll be
taken directly to the front end website.

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Click on the admin button

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on the top right of the screen
to enter the administrator area.

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Next, let's take a look at creating

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and configuring some products
on our new storefront to begin.

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Click on the catalog section.

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So we're going to create
some basic products in this tutorial.

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These will consist of basic stock products
and a static PDF products,

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and these will be explained more later.

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So click on catalog products

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and then product management.

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The product management screen
will show you a list

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of all products created
on your currently active storefront.

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You can also create new products.

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Edit your products and delete products.

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So we're going to manually create these

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by clicking add new on the top right
hand side.

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We're then going to type
a name for the product.

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I'm just going to keep this nice and clear
by naming it stock product

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and then select the product type.

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Now in this case we want stock
which is automatically highlighted.

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So I can just go ahead and click create.

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No further specification

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is required
to create a basic stock product.

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We will be immediately
taken to the product details screen

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where we can enter more information
on our newly

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created product.

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The first thing I'm going to do

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is click on Show on Home page.

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We have the ability to display the product
directly on our storefronts home page.

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This is not a necessary step.

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If you do not wish
to have these featured products,

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but it will help us when experimenting
with our storefront,

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giving easier access
to this particular product.

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If you make any

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change on here, make sure you click either
save or save and continue.

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Edit to confirm those changes.

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Next, we're going to go across

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a couple of tabs to product variants.

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You'll see that

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there's one entry in the table here
and we're just going to click on edit.

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Now each product has one product variant.

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Group of Settings.

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The product Variant Settings Control.

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Many of the technical elements
of the product in here, you'll find

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information to do with pricing,
tax, shipping, weights and more.

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Along with this, you can specify
product attributes using this tab here.

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These are defining features
of a product selection things

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such as size, okowa or material,
for example.

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Product attributes
will not be covered in this tutorial

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but is covered in greater
detail elsewhere.

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In the Infigo Academy.

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All we're going to

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do in here is to assign a basic price into

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if we scroll down a little bit
the pricing field

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and this will be the price
per unit of this product.

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This is pricing in its most basic form

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with the price per unit remaining fixed.

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I'm just going to enter a value in there

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and then I'm going to click on Save

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and continue edit.

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Now, we might want to take a look

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on the frontend
how this product page is actually working.

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We can immediately
navigate to the frontend

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if we're logged in as our storefront
administrator and view this product

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by clicking the View product page button.

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That will open up a separate tab

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with that product page.

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So as we can see, it's
an incredibly basic product page

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right now, but you can see that
we do have the product name information

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that we've input along
with a specified price.

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And also we have the ability to add any
quantity of this product to our basket.

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Returning to the admin area of Infigo,

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I'm now just going to click on back
to product details

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to return me to the product detail screen.

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And what we're going to do now is actually

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to make this a bit more appealing and draw
in our customers a little bit.

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We're going to apply an image
to this product.

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If I go

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a few tabs over to pictures,

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I'm going to select an image
using the upload

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a file tool,

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and then I'm going to click

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on Add Product picture.

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That picture is now
applied to our product.

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We can have multiple pictures.

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We do need to be careful
of the size of this imagery.

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It needs to suit
your particular storefront,

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and this image will be visible
in various places,

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such as on the product landing page,
category pages where applicable,

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and as a featured product
image on the home page.

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Again, if that's applicable.

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So I'm just going to click on Save

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to confirm those changes and

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then return to product management.

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Let's now create
a different type of product.

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I'm going to click on Add New Again

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input a different product name.

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In this case, I'm going to do static
PDF products just to be nice and clear,

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and then I'm going to select
a product type

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of static PDF.

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this type of product
allows customers to purchase a non

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customizable product
where the PDF has already been provided.

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And we name this a static PDF product.

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As the administrator you upload a PDF
to associate with this product.

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Customers will be able to view
this PDF on the storefront

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and when they place an order,

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the PDF is used as the output file
for use by your business.

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So I'm just going to go ahead

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and select a PDF
to utilize on this product.

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But when that's uploaded,
go ahead and click create.

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So once again,
we've taken to our product details page.

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I'm going to activate
show on home page yet again.

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And same as with our previous product.

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I'm going to navigate
to our product variant settings.

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Once again, I'm just going to enter

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a unit price in the price field

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and then click on Save.

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Okay.

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So we'll take a look at those products

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a little bit later on
and actually go a go forward and use them.

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What we're going to do at

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the moment is start
designing our storefront on the frontend.

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So let's make some basic changes
to our storefront front end,

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starting with the site header.

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Will make sure that we can get straight
to our two new products

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from the header of our storefront

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and we'll get rid of some of the default
entries that we don't need anymore.

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So what we're going to do is

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navigate to a new area in our Infigo
admin called editable content.

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The easiest way to get to
that is to use the search menu at the top.

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So if I start typing editable content

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and then click on the relevant entry.

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So the editable content area
is where you'll find the ability

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to modify many of the areas of your site.

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There are a lot of elements
that can be modified here,

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so it's recommended to familiarize
familiarize yourself

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a little with this list.

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However, some of the more crucial elements

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seen on this page include the footer,

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the header,

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the home page banner

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and other home page content, and we'll use
some of these to work on our homepage,

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Locate the header section

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within here and click on Edit.

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Now this gives us our first
look at constructing

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page layouts using content templates.

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These are versatile tools
allowing us to curate beautiful pages

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without having to interact directly
with the underlying HTML.

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Instead,
the administrator will use building blocks

00:15:09:10 - 00:15:12:24
as an approach to develop their content.

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The Infigo Academy contains many tutorials
regarding content templates.

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Here, we're just going to focus
on the absolute basics.

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So first of all,
let's take a look at the default header.

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So the default header is already
utilizing content templates.

00:15:29:08 - 00:15:33:23
We can see with the content templates
editor selection here and it's utilizing

00:15:33:23 - 00:15:38:12
the header content template
of which a few default variations

00:15:38:15 - 00:15:42:08
are provided

00:15:42:11 - 00:15:43:01
within here

00:15:43:01 - 00:15:46:01
you can see that
we have a few building blocks

00:15:46:09 - 00:15:49:23
and then we have blocks nested
within those blocks as well,

00:15:49:26 - 00:15:56:22
making up a few menu items
and corresponding submenus if applicable.

00:15:56:24 - 00:15:59:04
We have full control over these entries,

00:15:59:04 - 00:16:06:04
meaning that we can add to it, modify it
or delete it

00:16:06:06 - 00:16:07:04
if you prefer,

00:16:07:04 - 00:16:11:25
and have the skills to do so, you can skip
the use of content templates completely,

00:16:11:27 - 00:16:16:02
instead
creating the site directly inputting HTML.

00:16:16:09 - 00:16:23:17
And this is done using the code
Mirror editor.

00:16:23:19 - 00:16:27:07
So we're going to expand
one of our header dropdowns.

00:16:27:10 - 00:16:29:24
This is the one
which is related to products

00:16:29:24 - 00:16:33:16
and then we're going to select
one of our product entries.

00:16:33:19 - 00:16:35:14
Now just to clarify how this appears

00:16:35:14 - 00:16:39:11
on our actual store to begin with,
I'm just going to click on public Store.

00:16:39:13 - 00:16:42:26
You can see what we have by default
is a home button.

00:16:42:29 - 00:16:47:16
We have a categories button,
which has a few sample categories with

00:16:47:18 - 00:16:48:29
nonfunctional links at

00:16:48:29 - 00:16:51:29
the moment,
and then the same with products.

00:16:52:02 - 00:16:54:16
Now what we're going to do
is change a couple of these product

00:16:54:16 - 00:16:58:10
links to match the products
that we've just created and then get rid

00:16:58:10 - 00:17:03:20
of some of these extra sections
that we don't specifically need.

00:17:03:23 - 00:17:04:21
So let's start off

00:17:04:21 - 00:17:07:29
by navigating to one of our header
dropdown items.

00:17:08:02 - 00:17:11:12
We found one associated with products
and then we've got eight

00:17:11:12 - 00:17:14:12
sample products associated with this.

00:17:14:20 - 00:17:17:17
We can immediately
delete six that we don't need

00:17:17:17 - 00:17:19:05
just by clicking on the cross button.

00:17:19:05 - 00:17:22:19
Next, the relevant building block.

00:17:22:22 - 00:17:27:11
And then we're just going to modify
the details of the two remaining products

00:17:27:14 - 00:17:31:28
so I can click on product one,
I can rename that if I wish to do so,

00:17:31:28 - 00:17:37:10
and this is the name
that will appear in the header.

00:17:37:12 - 00:17:39:21
And I then need to identify the URL

00:17:39:21 - 00:17:43:17
associated with that item

00:17:43:20 - 00:17:46:12
so we can search through
a lot of existing content

00:17:46:12 - 00:17:50:28
on our storefront to find the correct URL
for this particular link.

00:17:51:00 - 00:17:54:00
Searchable items
include all of your products,

00:17:54:05 - 00:17:59:06
categories, content pages,
blog entries and various other pieces,

00:17:59:09 - 00:18:05:02
most of which we haven't actually covered
as part of this brief tutorial,

00:18:05:04 - 00:18:07:13
I'm just going to click on product link

00:18:07:13 - 00:18:10:02
and then start
searching for the name of my product

00:18:10:02 - 00:18:13:02
and you'll see that
it gives me a summary information

00:18:13:04 - 00:18:16:27
of the relevant products.

00:18:17:00 - 00:18:18:00
Clicking on the item

00:18:18:00 - 00:18:25:21
will automatically fill in the URL.

00:18:25:23 - 00:18:27:02
I'm going to repeat that process

00:18:27:02 - 00:18:31:01
with my second product.

00:18:31:03 - 00:18:32:29
That's our two products input.

00:18:32:29 - 00:18:36:12
I'm now going to navigate further
the building block list and

00:18:36:12 - 00:18:40:11
get rid of the entries that I don't need
that we haven't got rid of already.

00:18:40:13 - 00:18:43:05
So I have a section here
to do with categories.

00:18:43:05 - 00:18:46:01
Categories we're not going to cover
in this brief tutorial,

00:18:46:01 - 00:18:52:27
so I'm just going to get rid
of that section completely

00:18:52:29 - 00:18:54:05
with those changes made.

00:18:54:05 - 00:18:56:22
I'm just going to click on Save

00:18:56:22 - 00:18:59:13
You may find that
you need to clear your cash on both

00:18:59:13 - 00:19:03:06
the Infigo admin area,
which is here and on your main

00:19:03:11 - 00:19:16:04
browser itself in order to immediately
see those changes.

00:19:16:07 - 00:19:18:14
What we can see now is
our header has been modified.

00:19:18:14 - 00:19:21:10
So we still have the home icon
which I left in place,

00:19:21:10 - 00:19:23:29
but we now have a dropdown
list of products

00:19:23:29 - 00:19:26:24
which contains direct links
to the two products

00:19:26:24 - 00:19:30:13
that we've created.

00:19:30:15 - 00:19:31:14
Now we're going to take a look

00:19:31:14 - 00:19:35:10
at the user experience
and placing an order.

00:19:35:13 - 00:19:39:05
So we now have created some products and
made some basic changes to our storefront.

00:19:39:12 - 00:19:43:04
Let's take a look at the experience
this would give our end users.

00:19:43:07 - 00:19:47:28
So we'll begin on the product landing page
that we've just found ourselves on.

00:19:48:01 - 00:19:50:07
All I'm going to do in this case,
because it's a basic stock

00:19:50:07 - 00:19:54:04
product, is to change the quantity
that we want to order

00:19:54:07 - 00:19:57:13
and then click on Add to basket.

00:19:57:16 - 00:20:00:16
We can see that
that now takes its place in our basket.

00:20:00:19 - 00:20:05:11
We've got a price per unit quantity
and a total, and we can amend this

00:20:05:11 - 00:20:10:08
from within the basket screen
if we wish to do so.

00:20:10:10 - 00:20:12:20
I'm now
going to click on continue shopping.

00:20:12:20 - 00:20:17:24
This will return the user to the home
page to continue choosing products.

00:20:17:27 - 00:20:20:14
Now we specified our next product

00:20:20:14 - 00:20:23:09
as one of our featured products.

00:20:23:09 - 00:20:26:02
So if I scroll down
to the featured product section,

00:20:26:02 - 00:20:28:26
we can see our static PDF product.

00:20:28:26 - 00:20:34:01
I can click on that to take us
to the product landing page.

00:20:34:04 - 00:20:35:08
The default setting for a

00:20:35:08 - 00:20:40:15
static PDF will show a preview of it
on the product landing page

00:20:40:17 - 00:20:50:16
so I can take a flick through
and have a look at that PDF

00:20:50:18 - 00:20:53:05
and then input the quantity
I want to purchase

00:20:53:05 - 00:21:00:01
and say add to basket.

00:21:00:03 - 00:21:02:24
I'd say that's everything we want
in this particular order.

00:21:02:24 - 00:21:06:08
So now as the customer
we would go ahead and proceed

00:21:06:08 - 00:21:12:16
through the checkout process.

00:21:12:19 - 00:21:18:20
Well,
first be taken to our address details

00:21:18:22 - 00:21:20:20
now, because this is a
brand new storefront

00:21:20:20 - 00:21:24:18
and a brand new customer,
we have no initial addresses available.

00:21:24:21 - 00:21:29:23
However,
we do have the ability to say add new,

00:21:29:25 - 00:21:32:23
We can enter these details
and then these will be remembered

00:21:32:23 - 00:21:39:03
for the next time this user checks out,

00:21:39:06 - 00:21:40:06
click on Continue.

00:21:40:06 - 00:21:44:26
And well, next we'll be taken
to the delivery method or delivery options

00:21:44:28 - 00:21:50:26
two delivery methods will exist
by default, first class and second class.

00:21:50:29 - 00:21:54:14
These can be amended
or deleted at a platform level.

00:21:54:17 - 00:21:57:04
Additional delivery methods
can also be added.

00:21:57:04 - 00:22:07:08
See Infigo Academy for further details.

00:22:07:10 - 00:22:12:16
Next,
we'll be taken to the payment methods.

00:22:12:18 - 00:22:14:03
So on a default, storefront

00:22:14:03 - 00:22:17:12
purchase order
is the only available payment method.

00:22:17:14 - 00:22:19:23
Additional payment
methods can be configured

00:22:19:23 - 00:22:23:06
and of course you can see
the in Infigo Academy for more details.

00:22:23:08 - 00:22:26:11
So I'm going to do here
is to enter a PO Number

00:22:26:13 - 00:22:35:13
click continue

00:22:35:15 - 00:22:36:23
now before we place the order,

00:22:36:23 - 00:22:40:27
we get a summary of those order details

00:22:40:29 - 00:22:45:27
and then click confirm to place the order.

00:22:45:29 - 00:22:48:28
Once the order has been placed,
the customer can either click

00:22:48:28 - 00:22:52:21
on this button here
to get additional details for the order.

00:22:52:24 - 00:22:57:20
Alternatively, they can go straight to the
my account section and my orders

00:22:57:22 - 00:23:01:16
to see additional information
and status updates on the orders

00:23:01:16 - 00:23:14:18
that they've placed.

00:23:14:21 - 00:23:17:04
Now we're going to take a look
at managing our orders

00:23:17:04 - 00:23:22:27
that have been placed from
within the Infigo admin area.

00:23:22:29 - 00:23:25:15
Click on the admin button on the top right
hand side.

00:23:25:15 - 00:23:30:22
This will take you from the front
end of your site back to the admin view.

00:23:30:25 - 00:23:32:05
Click on the shared

00:23:32:05 - 00:23:36:27
print operation section Over on the left
hand side, this is your primary place

00:23:36:27 - 00:23:42:05
for managing orders
received through your Infigo storefront.

00:23:42:07 - 00:23:47:25
We'll go ahead
and click on Static products.

00:23:47:28 - 00:23:49:01
So what we'll find here

00:23:49:01 - 00:23:53:05
is that separate tabs are present
for different types of products.

00:23:53:08 - 00:23:55:25
Orders are split into different order
lines

00:23:55:25 - 00:23:58:19
and jobs within shared print operations,

00:23:58:19 - 00:24:02:03
meaning there may be several entries
for a single order.

00:24:02:05 - 00:24:05:01
What you'll also find by default
is that orders for

00:24:05:01 - 00:24:09:16
all storefronts are shown on shared
print operations.

00:24:09:18 - 00:24:15:29
You can, however, refine it down
to show a single storefront.

00:24:16:02 - 00:24:18:12
So we're going to locate the job
that we've just placed,

00:24:18:12 - 00:24:19:25
which we can see here,

00:24:19:25 - 00:24:24:10
and click on the plus icon next to it
to see some additional information.

00:24:24:12 - 00:24:28:06
Now, there are loads of different pieces
of data available on this job,

00:24:28:08 - 00:24:31:26
including, amongst other things,
status histories,

00:24:31:26 - 00:24:34:25
so we can keep track of the jobs progress
throughout the system.

00:24:34:25 - 00:24:40:08
Can see that on the bottom right,
we've got address details of

00:24:40:10 - 00:24:42:25
both shipping and billing addresses.

00:24:42:25 - 00:24:48:01
We've got shipping details and much,
much more.

00:24:48:03 - 00:24:51:21
We've also got the ability
to download the output.

00:24:51:24 - 00:24:54:08
So for relevant product
types, we're able to download

00:24:54:08 - 00:24:57:14
the output file
from within shared prints, operations.

00:24:57:16 - 00:25:01:26
In our example, products will be able
to obtain an output for the static PDF

00:25:01:29 - 00:25:06:19
because that's the only one that has
any kind of output associated with it.

00:25:06:22 - 00:25:21:29
If I click on download output, that will
give me a copy of the output file.

00:25:22:02 - 00:25:22:14
The current

00:25:22:14 - 00:25:25:20
status
of the job can also be changed within SPO.

00:25:25:22 - 00:25:32:05
If you want to use this system for
maintaining progress through your factory.

00:25:32:08 - 00:25:35:26
For example, once we've been shipped,

00:25:35:28 - 00:25:37:15
you can change the status here.

00:25:37:15 - 00:25:42:16
Click Change status
and then that will be updated.

00:25:42:18 - 00:25:43:05
And that's it.

00:25:43:05 - 00:25:46:08
So this concludes your Lightning
Build Guide, giving you an introduction

00:25:46:08 - 00:25:50:11
to using your Infigo and discovering
exactly what it has to offer.

00:25:50:13 - 00:25:53:25
Now we do have much more detailed
tutorial series than this.

00:25:53:28 - 00:25:58:07
What I would highly recommend next
is to take a look at the slightly longer

00:25:58:10 - 00:26:03:17
rapid build guide, which is about eight
tutorials spanning around about 2 hours.

 

Incomplete